Sectors · Batteries

How a grid battery is made

A grid battery is racks of cells, each a sandwich of cathode, separator and anode soaked in electrolyte, wrapped in copper and aluminum foil and sealed. Behind the cathode and anode sit refined lithium, nickel, cobalt, manganese and graphite, and behind those the mines.

Battery chains concentrate in a few countries at the refining and active-material steps, which is exactly where the ownership rules bite. Knowing who makes each layer is the difference between a credit and a write-off.

Open the battery map

The parts, opened up

The whole chain, step by step

Mineral ExtractionRefining & SaltsActive MaterialsCell ComponentsCell ManufacturingPack & System

Ends inBESS IntegrationInstallation

Switching a variant shows the upstream steps unique to that cell chemistry and hides the ones that don't apply. One shared graph, filtered. Links are shareable.

Anode material: both routes (Natural (spherical) graphite and Synthetic graphite) are shown together below rather than as a second switch: they diverge upstream of the cell but share everything downstream.

Raw material: the trail reaches the ground Not traced yet: there is more upstream

1

Mineral Extraction

Lithium Extraction

raw material
Only in: LFP (lithium iron phosphate), NMC / NCA

Lithium recovered from hard-rock spodumene mines, brine evaporation ponds, or emerging Direct Lithium Extraction (DLE) techniques.

Nickel Mining

raw material
Only in: NMC / NCA

Class 1 (battery-grade) nickel from sulfide ores or laterite ores. Laterite typically requires HPAL processing downstream.

Cobalt Mining

raw material
Only in: NMC / NCA

Cobalt is largely a by-product of copper and nickel mining. DRC dominates global supply; ASM (artisanal) exposure is a major sourcing concern.

Natural Graphite Mining

raw material

Natural flake graphite mined primarily in China, Madagascar, Mozambique. Feedstock for anode-grade spherical graphite.

2

Refining & Salts

Lithium Carbonate & Hydroxide

Only in: LFP (lithium iron phosphate), NMC / NCA

Concentrates and brines converted to battery-grade lithium carbonate and lithium hydroxide — the lithium feed to cathode active material and to downstream lithium salts.

Inputs
Lithium Extraction

Lithium Salts (LiPF6)

Only in: LFP (lithium iron phosphate), NMC / NCA

Battery-grade lithium salts, chiefly LiPF6, made from lithium carbonate/hydroxide.

Inputs
Lithium Carbonate & Hydroxide

Nickel Sulfate

Only in: NMC / NCA

HPAL and sulfate production yield battery-grade nickel sulfate for cathode precursors.

Inputs
Nickel Mining

Cobalt Sulfate

Only in: NMC / NCA

Cobalt refined to battery-grade cobalt sulfate for cathode precursors.

Inputs
Cobalt Mining

Manganese Refining

not traced yet
Only in: NMC / NCA

High-purity manganese sulfate monohydrate (HPMSM) for NMC cathode precursors. Capacity is highly concentrated in China.

Needle Coke & Pitch

not traced yet

Petroleum needle coke and coal-tar pitch, the precursors graphitized into synthetic graphite anode.

3

Active Materials

Precursor (pCAM)

Only in: NMC / NCA

Precursor cathode active material (pCAM): co-precipitated nickel-cobalt-manganese hydroxide that feeds CAM producers.

Inputs
Nickel SulfateCobalt SulfateManganese Refining

Cathode Active Materials (CAM)

Only in: LFP (lithium iron phosphate), NMC / NCA

Finished cathode active material — NMC, NCA and LFP powders — made from precursor (or iron phosphate for LFP) plus lithium.

Inputs
Lithium Carbonate & HydroxidePrecursor (pCAM)Iron Phosphate Materials

Iron Phosphate Materials

not traced yet
Only in: LFP (lithium iron phosphate)

Iron phosphate feedstock for LFP cathode active material.

Spherical (Natural) Graphite Anode

Natural flake graphite purified and spheroidized into anode-grade material.

Inputs
Natural Graphite Mining

Synthetic Graphite Anode

Needle coke and pitch graphitized at high temperature into synthetic graphite anode.

Inputs
Needle Coke & Pitch

Sodium-Ion Materials

not traced yet
Only in: Sodium-ion

Sodium-ion cathode materials (layered oxide / Prussian white).

4

Cell Components

Separator

not traced yet

Microporous polyolefin film (wet or dry process) separating anode from cathode. Ceramic-coated variants improve thermal stability.

Electrolyte

Lithium salt (LiPF6) dissolved in organic carbonates. Custom additive packages tune performance for each cell chemistry.

Inputs
Lithium Salts (LiPF6)

Binders

not traced yet

PVDF or aqueous binders that hold electrode coatings together.

Conductive Additives

not traced yet

Carbon black and carbon-nanotube (CNT) additives that provide electrode conductivity.

Copper Foil

not traced yet

Thin copper foil (≤6 µm) that serves as the anode current collector.

Aluminum Foil

not traced yet

Aluminum foil that serves as the cathode current collector.

Nickel Foil

not traced yet

Nickel foil / tab material used in some cell formats.

5

Cell Manufacturing

Cell Manufacturing

Coating, calendering, slitting, winding/stacking, formation. NMC and LFP dominate; sodium-ion and solid-state are scaling.

Inputs
Cathode Active Materials (CAM)Spherical (Natural) Graphite AnodeSynthetic Graphite AnodeSodium-Ion MaterialsSeparatorElectrolyteBindersConductive AdditivesCopper FoilAluminum FoilNickel Foil
6

Pack & System

Module & Pack Assembly

Cells grouped into modules and packs with BMS, thermal management, and structural housing. CTP (cell-to-pack) reduces parts count.

Inputs
Cell Manufacturing

BESS Integration

Container-scale integration of packs with fire suppression, HVAC, and controls. Sold as turnkey utility-scale systems.

Inputs
Module & Pack Assembly

Installation

Site preparation, mechanical mounting, and grid interconnection that deliver installed storage capacity.

Inputs
MV TransformersPlant Controls & PCS

MV Transformers

not traced yet

Medium-voltage step-up transformers connecting the storage plant to the grid. Plant-level balance-of-system; feeds installation.

Plant Controls & PCS

not traced yet

Storage balance-of-system: power conversion systems (PCS), EMS/BMS and plant controllers that condition and coordinate the batteries. Feeds installation.